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Best financial advisors in Balboa Island, CA

Registered advisers within 25 miles of Balboa Island, CA.

Offices
1,797
Firms
661
Combined AUM
$21.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,241 clients when Item 5C has a number
Avg / client
$6.74M
Combined AUM ÷ clients

Nearby offices

Firms

BELL & BROWN WEALTH ADVISORS, LLC
EDWARD JONES
HOLT INVESTMENT PARTNERS LLC
BEACH CITIES WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
NWF ADVISORY SERVICES INC
TRIGUARD MANAGEMENT LLC
OKAPI VENTURE CAPITAL
STRATEGIC ADVISERS LLC
BALBOA WEALTH PARTNERS, INC.
CITIZENS SECURITIES, INC.
BNY MELLON SECURITIES CORPORATION
KINGSBRIDGE WEALTH MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC
PRIDECO CAPITAL PARTNERS, LLC
CHARLES SCHWAB & CO., INC.
BEACON POINTE ADVISORS, LLC
PORT STREET INVESTMENTS, LLC
PRENEED ADVISORY, LLC

Investors

MARILYN JEAN HORSLEY
LANTZ EDWARD BELL
Nicholas Ciuffetelli
DANIEL TYLER HOLT
AARON MATTHEW MCLAUGHLIN
GARY DOMVILLE ROBERTSON
CHRISTINA L CLEVELAND
THOMAS FISHER
YUMI HIRATA
SEBASTIAN DEMENT
JEFFREY MOESER
ADAM FLETCHER
MATTHEW E CHASE
MICHAEL PHILIP KALTER
GABRIEL MCAULEY
JORDAN WERTHEIM
ALISHA RANDALL
MELANIE ANDERSON
JACOB PESICKA
GERARD KINZEL
HON SAN LO
SHU-FUAN MENDY CHUNG-NGUYEN
ANDREW N. SACHS
CALLIE SHEA WHITE
KEVIN ZHENG
John Gregory Day
Paul Oh
RICHARD ANTHONY RIVA
Richard Brooks Brydges
JOHN VILINA
GERALD WILLIAM ZELKO
THOMAS JOSEPH BRESLIN
SANDRA JESSICA GOINS
Joseph A. Dibuono
KRISTOFER RORY REDDAWAY
MEGAN DIA
Eric James Bradley
CONNIE CRYSTAL GORCZYCA
MICHAEL DANIEL IMMERMAN
DANIEL JOSEPH LUDDY
ARAMIS PEREZ
JESSICA MICHELLE HARRIS
THAI THANH HOANG
CHRIS FERGUSON
Thea Rae Lewis
Callum A Culmer
TIMOTHY DAVID MOSLEY
LU TIAN STONE
Olivia Marie Smith
Donny Nguyen
Samantha Garcia
Courtney Michiko Ima
RICHARD FRANCIS DUNN
Randy D Schechter
GARLAND OVERTON SHARP
ANDREW EFREN CASTRO
ERIC TAN-MING HOM
SAUL JONELLE SERANO
Catherine Jean Wilson
NEILSON LICOS
KENNETH DUANE KEITH
Alexander Biestek
Nathan Delgado
Mark Stanga
Aisha Naviwala
JEFFREY ALAN STUBBERT
JAMES PAUL HELSEL
Chad E Shultz
STEPHEN MILAN SMITH
Shane Lunneborg
CALEB NICHOLAS LODGE
Scott Ryan Lee
Karlee Faith West
Trevor Ray Williams
Neha Dixit
Koral Anne Newman
Adam Hess
STEPHANIE ANNE RUMOLD
MICHAEL SHAWN BAKOS
SEAN THOMAS LAMB
JASON SCOTT OVERHOLTZER
COURTNEY BROOKE HUTCHINSON
BRIAN ALEXANDER BENGRY
JONATHAN E. SHUMATE
Keith Allen Ferguson
MARK P HASER
KAREN M REIFEL
TIFFANY T BODELL
GREGGORY JONAS COWAN
SIEN CELINE BLANCHE VERNYNS
JEFFERY WEN-JUN HWANG
ALLISON G GEIGER
HUGH W GATES
Mitchell Hughes
Robert Tyler Santamaria
Merriweather Kae Mule
John Chester Riecke
Dylan James Macdonald
Bradley Michael Meyer
Rachel Ann Calvert Sowers
Ryan Anthony Trabant
James G Elliott
Sarah Roberta Stubbs
LUCAS DESLAURIERS
Maria Faleyev
Liliana Marina Milenia Sobaszek
River Zachary Galland
Melissa Ochoa
Conor Ryan Turley
Mari Frances Panzenhagen
Gavin Michael Ford
Jack Liam Schneider
Carlos Daniel Diaz Montoya
James Patrick Geissler
Jackson Miles Dorris
Julia Michelle Stauffer
Connor William Pearl
John Sawyer Delafield
MICHAEL SEAN DUNN
DEBRA BETH CURRY
MICHAEL STEVEN HIMMEL
ROBERT CONOVER MILLER
ROBERT JAY ANDERSON
MICHAEL JOHN SKILLMAN
SALLY WOO NG
RICHARD HOWARD FINGERMAN
RAYMOND Ambrose DAIGLE
MICHAEL SHAWN WELCH
JASON ALAN GUENTHER
MATTHEW SCOTT DIQUOLLO
PETER MICHAEL SOUSA
JAMES RAYMOND SIMONE
FELIX TSER-CHUN LIN
BRANDON DALE BAKER
JAY LAWRENCE HEALY
WILLIAM SAMUEL THOMPSON
JULIE LYNN JOHNSON
MONICA BLAIR MUNOZ
JILL RAEANNE CARR
GRANT ESTEP HARTVIGSON
STEPHANIE F MACKARA
JAMESON ALAN VAN HOUTEN
JAMES WILLIAM FERRELL
MICHAEL BRELLER
JEFFREY LOUIS MANTOANI
DANIEL JOSEPH BLOOM
DONALD PATRICK LORD
TODD MICHAEL RUBLE
KYLE RUSSELL BOYD
Wayne Cornelius McCullough
DEREK THOMAS NEWCOMER
ROCKY LIN
TODD DOUGLAS REINHART
VIKKI DIANE LENHART
JUNA HO CHIANG
CRAIG BERNARD KELLER
CHARLES LEE BOWES
RONALD GENE CARLAND
SETH EVAN GUENTHER
SCOTT WILLIAM AYERS
MEDHA A NADGIR
TONY HAN
KIMBERLY ANNE ARNESEN
STEVEN THOMAS BRIGHT
BJORN THOMAS NESVOLD
JASON JARETH SIEDLE
GREGORY LEN GIONFRIDDO
ELIZABETH LEIGH BIVINGS
ANNETTE ERIKSEN BRINTON
MATTHEW R HENN
COMMIE STEVENS
FRANK CARMINE NAPOLITANO
ALEXANDER GILBERT KASSOUF
JONATHAN THEODORE ACOSTA
AMBER MARIE LEMBO
MATTHEW RYAN JENTNER
RACHAEL ANN NICKELSEN
DEVON MAXWELL NICK
ANDREW JOSEPH WOOD
JUSTIN R NELSON
BRIAN DAVID PLOWMAN
BRENDAN GATES STRINGER
VALERIE ISABEL MARQUEZ
ANDREW TRONG HOANG
MICHAEL JOHN BEAULIEU
JENNIFER R MCCOSLEY
KURT MICHEAL HAUGEN
RYAN KEANE LAM
DYLAN JACOB BROOKS
AMANDA ANNE MAGEE
David Duc Ngoc Le
ANDREW ALLAN ROBERTS
Austin Hugh Rouk
JOHN REED FINNEY
James Cole DeLucas
Joshua Sansby Trubow
WILLIAM JOHN FERRELL
Jared Tomsu
David Aaron Monsees
TYLER J. CURLEY
Alexandra Nicole Schmidt
Logan Patrick Robertson
Daniel Marcelo DeAnda
Jacob Angelo Kutche
AZITA JALALI
AIMEE Plouffe Polley
ANDREW BUN CHHOR
BRYTON KESSEL
Gina Marie Kiefer
DELIA KATE MEZZINA
JUSTIN SHANE JOSEPHS
Petra Ljubic-Lane
WILLIAM Floyd DAY
Julien Frazzo
Neil Edwin Livingston
Kevin Michael Klein
Brendan Walter Gybbon Spilsbury
Meryl Eileen Feys
Tamara Lynn Tudor
Ryan Kevin Leahy
Cameron Paul Crain
Austin Mitchell Kastenberg
Corbyn John Munson
Cindy Nicole Randolph
Kaitlyn Gayle Simmons
Connor Ryan McGuire
Maria Antonieta Camacho
Briana Grace Gonzales
Kelsey Lynn Winters
Dillon Frederick Driscoll
Andrew Terry Hall
Justin Baker Frio
Thomas James Gillen
Benjamin Myers Mander
DAVID MARK HOPKINS
HEATHER O'NEILL FAIRBANKS
MICHAEL JOHN WEIL
MICHAEL HARRY KANE
MARGARET ANN DOLAN
MICHAEL GAFFNEY DOW
DAVID ALAN MASSART
MARC STEVEN WOLFF
SCOTT ALAN PLAMONDON
DONALD WAYNE FERGUSON
GRAHAM BROWN PIERCE
GREGORY VAUGHN TAYLOR
SEAN FRANKLIN CURLEY
SHANNON FLINT EUSEY
LANCE AARON WEXLER
VICTORIA ADAIR BOSWELL
RICHARD DONALD FINE
GEORGE EMMETT MCCALL
HEATHER RENEE SCHABER
CHRISTOPHER CARL ANDRYSIAK
KELLEY LYNN OBrien
KELLY LAUREN DIGONZINI
JENNINGS LAVERNE HURT IV
CASSANDRA MONIQUE THORNOCK
T LIAM POWELL
KRISTIAN IDAR ALBORNOZ
Rawles Fulgham Bell
DARREN HEM
JENNIFER LEE BEYL-LEE
LAURA ELIZABETH WILLIAMS
Hannah Hae Jin Pfaff
LESLIE REYNOSO ANCONA
Steven Robert Cherry
LOGAN LEE BOLICK
COURTNEY LYN MCCUTCHAN
EDWARD JOSEPH SAMP
CATHERINE ELIZABETH JENSON
RACHELLE KRISTINE RODMAN DIX
ANDREW JOSEPH SCANLON
Michael Brogan
Brandon Charles Garneau
Colin Rowe
Mitchell Eugene Schommer
Grace Kathryn Boyle
Diandra Dominique Allen
Montana Thomas Murphy
GARTH KEVIN FLINT
SHERYL ELAINE STEPHENS
ANTHONY LAWRENCE GUERRERIO
Keith Allen Ferguson
MARK DEMOSTHENES GENERALES
GARY ARTHUR TANGWALL
FREDERICK BLACKBURN TAYLOR
DAVID MICHAEL EMMES
ROBERT JOHN COMEAUX
STEVEN LEE BLANKENSHIP
Janic Cesar Hoyuela
ALISHA RENEE ROSENTHAL
ANNA V LARINA
PAUL DOUGLAS DUNCAN
DAVID MILES SZABLA
BRIANNA Marie MARIOLLE
Evan C Davies
MELISA DOBRACA IACONO
VICTORIA ONEILL SHADAIA
Andrew John Bello
Andrew Francis Holmes
WILLIAM BURK ROSENTHAL
GENE (NMN) KA
DARIN ALBERT SIMONIAN
JILL BRODER STEINBERG
TAMMY K PIOCH
MATTHEW SCOTT MOSER
MARYAM JAMEELA KHAYALI
CHARLIE LEE WELBORN
MICHAEL ANTHONY DEMPSEY
SANDREA JOYCE CRIVELLARI
JEANETTE SONYA NG URRUTIA
CHRISTOPHER C PHILLIPS
CHARLES GREGORY CARRICK
REBECCA MINCH TORNABENE
MOLLIE BECKER TAYLOR
DANIEL FRANCIS BRASCETTA
Rebecca Ann Thompson
Cameron Meek
Summer Erika Ramos
WILLIAM BRADFORD MANN
TIMOTHY JAMES HOFFMAN
STACY KELLY BAKRI
ROBERT HURLEY INGHAM
JOHN THOMAS LEVI
THOMAS MATTHEW BEHR
CHRISTOPHER C WHEATON
ANDREW LANE STERN
WILLIAM WALTER DIEHL
KATHERINE BARRETT FRIES
EILEEN MURPHY O'CONNOR
Philip Charles Hagopian
JUSTIN POPLAWSKI
SEAN PATRICK MAHONEY
David Peter Suess
LOUIS CARL BONASERA
STEPHEN PAUL DALY
JASON TYLER GERGELY
ALICIA MARIE Langdon
Christopher James Budny
TREVOR J JACKSON
Michael Alexander Gonzalez
Karlie Diane Achenbach
Matthew Chrisman Thompson
William Andrew Haddock
Philip Michael Malitas
Jeremiah M Keating
Chi-Gee Gigi Yip
Olivia Martha Harrison
Andrew Howard
Cooper Allen Branham
Liam James Rooney
Connor Granston Cirillo
Cole Howard Helton
Patrick Stephen Bradford
Kyle Andrew Brown
LYMAN HOOD JACKSON
MICHAEL ROTH BECK
MICHAEL GLEN BAILEY
THOMAS HAROLD SMITH
Benjamin Steven Ingram
Maxwell James Campbell
Rachael Aucker Derrico
Audrey Hannah Day
Casey Daniel Paton
Dylan Cole Simons
JACKSON M BUSH
Cody James
JEANNE GIBSON SULLIVAN
STEFAN NOAH HERMANN
Nicholas James Lindholm
Bailey Edward Yates
Mari Isabella Bowidowicz
John E Simpson

Within 25 miles of Balboa Island, CA, Best Investors lists 661 registered investment advisory firms with 1,797 offices nearby, managing about $21.5T in combined regulatory AUM across 3,186,241 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Balboa Island

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM